Methodist Healthcare Ministries of South Texas
Chief Financial Officer
The Organization
Methodist Healthcare Ministries of South Texas, Inc. (“Methodist Healthcare Ministries” or “MHM”)is a private, faith-based, not-for-profit organization dedicated to creating access to health care for uninsured and low-income families through direct services, advocacy, community partnerships, and strategic grant-making in 74 counties across South Texas.
The mission of the organization is "Serving Humanity to Honor God."
The vision is "To be the leader for improving wellness of the least served."
The Purpose
To enhance well-being of the people and places in our service area so health equity is achievable, and ALL can thrive.
Methodist Healthcare Ministries believes that to improve the wellness of the least served and fully live out its mission of “Serving Humanity to Honor God,” it must recognize the inequities inherent in its communities that contribute to poor health outcomes. Health Equity is both the process and goal by which Methodist Healthcare Ministries seeks to carry out that purpose. Health Equity is a framework of thought and action that strives to reduce racial and socio-economic disparities and create fair and just opportunities for every person to reach their full potential for health and life and contribute to that of others.
Working with the Institute for Healthcare Improvement (IHI), Methodist Healthcare Ministries’ Board of Directors approved a framework adapted from IHI’s Pathways to Population Health model. This framework allows the organization to advance health equity by focusing on individual medical, dental, behavioral, social and spiritual health and well-being, while also focusing on community conditions and root causes of health inequity that impact community- wide health and well-being.
Integrity: I am honest and trustworthy. I am accountable for the impact of my actions and my words-
Spirituality: I am committed to making time for my loved ones, my community and myself. I embrace faith, hope and forgiveness in my daily life
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Teamwork: I am collaborative and an open communicator. I am innovative in my approach to working with others and in finding solutions to challenges.
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Compassion: I am respectful, and do not judge others. I have concern for others and a desire to help.
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Making a Difference: I am committed to a vision beyond myself. I am mission-focused.
Strategic Plan
The 20/20 Vision strategic plan, approved by Methodist Healthcare Ministries’ Board of Directors in 2020, builds upon the work the organization has done over the past 25 years. This allows the organization to look at new and innovative ways of achieving its overall goals of impacting community-level conditions with a focus on the social determinants of health.
Mission: Serving Humanity to Honor God
Vision: To be the leader for improving wellness of the least served.
Values:
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Integrity
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Making a Difference
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Teamwork
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Compassion
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Spirituality
10 Year Goals:
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Transform Internal Processes and Culture: Transform Methodist Healthcare Ministries (MHM) culture, internal capacity and processes to advance health equity.
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Strengthen Communities: Building upon the capacity of Thriving People and Thriving Places to reach their full potential for health and life.
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Impact Systemic Change: Invest in efforts to address systemic and root causes of health inequity to disrupt the cycle of intergenerational poverty (focusing on food security, economic mobility, digital inclusion, and access to care).
Community Benefit
In 1955, the Southwest Texas Conference of The United Methodist Church chartered the Southwest Texas Methodist Hospital; it opened in 1963. Its purpose was to deliver and promote improved health care as well as enhance access to health care, with particular concern to those least served. From this charter and that first hospital, Methodist Healthcare System was formed in 1995 and today is the largest healthcare provider in South Texas. Since 1995, in partnership with HCA Healthcare, Methodist Healthcare Ministries of South Texas, Inc. has retained one-half ownership of the Methodist Healthcare System and provides the local governance to ensure that the needs of the greater community are served.
Methodist Healthcare’s mission statement of ‘Serving Humanity to Honor God’ defines their ultimate purpose, and that goes far beyond just services and facilities. Methodist Healthcare treats the medically underserved of the greater San Antonio community in a number of ways, including providing care at their 13 hospitals and 11 freestanding Emergency Centers to everyone, regardless of ability to pay, and through the direct support of more than 30 non-profit health and human services agencies serving the community. As the city’s second largest private employer, Methodist Healthcare is able to make a significant impact in the community beyond their 84 health care facilities and caregivers.
The Work
Impact
In 2024, MHM invested $181 million to advance health equity and strengthen communities across its 74-county service area. That amount includes direct services, community investments, the development of community partnerships and advocacy initiatives that create a more level playing field for individuals to thrive. The organization’s commitment represents an increase of 21% from its 2023 investment.
That $181 million propels a strategic focus on advancing health equity, the framework of thought and action guiding the organization’s efforts to address systemic inequities and socio-economic barriers that keep people from living their healthiest lives.
Since inception, Methodist Healthcare Ministries has provided more than $1.85 billion in health care services through its clinical programs, as well as through partnerships, and is one of the largest private funding sources for community health care to low-income families and the uninsured in South Texas.
Highlights:
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$1.85 billion invested in 74 Texas counties since inception
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20,610 Patients served in 2023
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227 Funded sites
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90th Percentile performance in primary care services
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$445 million in grant funding since inception through 2023
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$21 million invested in Digital Equity projects
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$3 million invested in Food Security initiatives in 2023
...and millions of dollars of other investments in the communities
Broadening the Definition of Health Care
Methodist Healthcare Ministries of South Texas believes that caring for health means caring for the needs of the whole person – body, mind, and spirit. In addition to providing clinical care for the uninsured and economically disadvantaged, MHM is committed to broadening the definition of health care to include championing healthier neighborhoods, supportive relationships, broadband access, food security, and financial stability to strengthen families and communities. By using the earnings received as 50-50 co-owner of the Methodist Healthcare System, MHM is able to fund community-led efforts and promote public policy changes that advance more fair and just opportunities for healthy living, now and for future generations.
Methodist Healthcare Ministries owns and operates two primary care clinics in San Antonio – Wesley Health & Wellness Center and Dixon Health & Wellness Center, in addition to one George Ricks School Based Health Center in Guadalupe County. The clinics address the medical, dental, and behavioral health needs for the uninsured. Services are provided on a sliding fee scale based upon ability to pay, household income and family size. Across the area’s 74 counties, MHM operates a variety of free or low-cost community-based programs and services that support underserved individuals in improving the health of their body, mind and spirit. All services are centered around each patient seeking relief from physical conditions or healing from emotional or spiritual trauma. Using evidence-based practices, MHM offers each patient integrated, personalized wellness services that allow and support each person to thrive.
MHM’s community health ministry’s include Community Health Workers, the Wesley Nurse Program which spans 80 sites throughout South Texas, Parenting programs, a Community Counseling program, the Get FIT (Families in Training) program, the Prosperemos Juntos / Thriving Together (PJTT) program, Recreation & Enrichment program, Community Connectors, and the Bridge of Blessings platform.
Public Policy and Advocacy
Methodist Healthcare Ministries’ public policy agenda and advocacy efforts are aligned with the Social Principles of The United Methodist Church and focus on educating the public about the impact of health policies on communities, fostering partnerships with relevant stakeholders, and championing policies that promote the health and well-being of families and communities.
Grant-Making / Community Investment
Methodist Healthcare Ministries is proud to partner with organizations that share its mission, and that are successfully delivering health care and social services to the populations in their respective communities throughout South Texas. Since its inception, MHM has invested more than $500 million in grants within their 74-county service-area. With the priority of promoting access to clinical care in underserved communities, MHM is also focused on recognizing and addressing the root causes of poor health outcomes to achieve health equity.
MHM’s goal is to help create and sustain healthy communities by supporting organizations that address community conditions, otherwise known as the Social Determinants of Health (SDoH). Methodist Healthcare Ministries is interested in learning how organizations are addressing SDoH in general and have a special focus on several key intersecting issues: economic mobility, digital inclusion and broadband infrastructure, and food security.
The Opportunity
Position: Chief Financial Officer
Location: San Antonio, Texas
Reporting Relationship: The Chief Financial Officer will report to the President and Chief Executive Officer as well as the MHM Board Committees.
Website: https://www.mhm.org/
Purpose of the Position
The Chief Financial Officer (“CFO”) for Methodist Healthcare Ministries of South Texas is a member of the executive leadership team with responsibility for all financial activities of the organization including financial reporting and control, financial planning, decision support and budgeting, capital planning, and operational excellence. Under the direction of and in collaboration with the President and CEO, the CFO develops key operating and financial strategies, and plans, organizes, and directs the financial operations of MHM. The CFO will also be the principal financial representative of MHM to the community, governmental agencies, and the public.
Direct reports to the CFO include:
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Vice President of Accounting and Controller
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Director of Administrative Services and Facilities
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Director of Financial Investments
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Director of Business Intelligence
The successful candidate will provide strategic vision and management for the fiscal direction of the organization, streamlining functions, processes and systems when appropriate. They will be responsible for the development of a strategic financial plan with vision/goals, priorities and timelines, based on collective insights across the organization, that addresses and aligns with the organizational objectives to grow and prosper in the future.
Key Responsibilities
Financial:
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Provides overall direction in the preparation of annual operating and capital budgets.
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Prepares and/or reviews annual budgets as well as performance monitoring of approved budgets.
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Reviews and analyzes the monthly consolidated financial statements of MHM and related entities.
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Presents financial statements to Board of Directors and Finance Committee.
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Assists with implementation of accounting/finance related policies and procedures, as well as monitoring adherence to such policies and procedures.
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Manages the relationship with MHM's outside accounting firm, including coordination of annual audits and tax returns.
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Coordinates the external audit process and the scope of the audit with the Audit Committee.
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Completes special projects for President / CEO and for Board committees.
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Works with the Vice President of Human Resources on selecting vendors for employee benefits and on merit / salary increases on an annual basis. Assists with development of personnel policies and procedures.
Investment / Financing:
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Manages all financial aspects related to investing and financing options.
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Monitors adherence to investment and spending policy, and other financial matters.
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Manages debt arrangements and compliance with debt covenants.
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Monitors cash requirements for daily operations and forecasts future cash commitments for programs.
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Works closely with CFO of Methodist Healthcare System to monitor projected and actual cash flows to and from the partnership which directly affect MHM's financing needs.
Strategic Planning:
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Responsible for financial projections and financing options for the business plans and strategic planning processes for MHM.
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Provides input to the Executive Team in determining short and long range strategic goals to be brought to the Board.
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Serves as advisor to Board in order to ensure strategic and financial goals of MHM are met.
Compliance:
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Responsible for all communications with the Internal Revenue Service, including monitoring adherence to MHM's Closing Agreement with the IRS, and managing any IRS audits.
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Supervises compliance procedures performed on grant contracts, including internal review of compliance with operational guidelines for both internal and external grants.
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Keeps knowledgeable on current IRS regulations pertaining to 501(c)(3) entities.
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Reviews annual tax returns and performs compliance testing for adherence to IRS regulations.
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Maintains patient confidentiality and complies with all federal and state health information privacy laws. Has access to computer system containing protected health information and may have access to patient medical and dental records for purpose of audit, investigation and/or clinical practice review.
Methodist Healthcare System:
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Monitors financial and charitable performance of MHM's largest asset and key objective, Methodist Healthcare System (comprised of 13 acute care hospitals and 26 imaging centers and three ambulatory surgery centers), through participation and attendance at Board of Governors, Finance, Compliance and Ethics, & Community Benefit Committee meetings.
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Chairs the MHS Charity Committee (staff committee) which meets at least quarterly to discuss pertinent issues relating to providing and identifying hospital charity care and community benefits.
Additional:
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Provide strategic oversight of the organization's facilities, maintenance operations, and real estate portfolio to ensure efficient, safe, and cost-effective management of all physical assets.
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Travel up to 20% within the region for meetings or other business, travel up to 10% for partnership meetings and investment meetings.
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Build strong, positive relationships with key administrative and clinical leaders, firmly establishing trust and credibility.
The Candidate
Experience and Professional Qualifications
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Candidates are required to have a minimum of eight years of top level, successful and progressive accounting or financial management experience, preferably in a healthcare provider setting or with a major CPA or consulting firm.
- Advanced knowledge of budget development, control and evaluation, financial forecasting, cost finding and analysis.
- Demonstrated experience with federal, state and local accounting standards and requirements of regulatory and accreditation agencies.
- Demonstrated knowledge and understanding of information systems, specifically financial information management and computer information technology systems.
- A strong business orientation with the ability to “go beyond the numbers” in helping the executive team identify and develop opportunities for optimizing assets and strengthening the organization’s financial performance.
Skills and Competencies
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Demonstrated experience interacting and establishing working relationships with all levels of management to include board members and community agencies.
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Demonstrated ability to communicate effectively both orally and in writing.
- Demonstrated experience making effective presentations to Board and Board Committees.
- Highly proficient analytical, negotiation, presentation and leadership skills.
- High level of proficiency and demonstrated effectiveness in problem-solving, and implementing new programs related to increased departmental and organizational operating efficiency.
- Demonstrated effectiveness in managing, directing departmental operations and management/supervisory personnel, evaluating, training and motivating performance.
- Ability to accomplish results through others. Demonstrated ability to delegate effectively and to establish clear guidelines for accountability.
- Ability to build consensus and provide strong leadership in a team environment, with the highest of professional and personal integrity.
- A strong business orientation with the ability to “go beyond the numbers” in helping the senior executive team identify and develop opportunities for optimizing assets and strengthening the organization’s financial performance.
- Highly strategic, agile, and able to handle complex business and risk issues.
- Strong executive presentation skills required including the ability to influence, negotiate and communicate effectively at all levels.
- Demonstrates a collaborative leadership style through direct, open, and honest communication.
Education
A Bachelor's degree in accounting or business administration with a CPA certification is required. A Master’s degree (MBA) and CPA certification is preferred.
Degree(s) must be obtained through accredited institutions. Education is verified.
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Korn Ferry shall provide equal employment opportunity to all qualified candidates, and will refer candidates without regard to race, color, religion, national origin, sex, age, disability, veteran status or any other legally protected basis.
